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NewsSwedish AP funds hit by exposure to Thames Water
AP1 wrote down indirect investment in troubled UK utility to zero in the first half, from €100m
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NewsKeppel to sell M1 telecommunications business to Tuas in S$1.4bn deal
ASX-listed Tuas to raise A$416m via share placing plan to help fund the deal
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NewsAP Ejendomme sells DKK500m aged care homes portfolio to Northern Horizon
Northern Horizon’s Aged Care and Social Infrastructure Fund buys Danish portfolio
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White papersAsset Class Returns H1 2025
Improved growth/inflation mix: Our long-term model assumptions anticipate a fragmented and even more delayed energy transition, incorporating secular trends and uncertainties that impact price dynamics and volatility. Compared to last year, the growth/inflation outlook appears less penalised by a restrictive regulatory framework around the energy transition, but the uncertainty around inflation has increased.
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NewsAP Pension sells half of Copenhagen HQ to German pension fund
KanAm buys 50% stake in Svanemølleholm building for north German pension fund
White papersGEMs ESG Materiality, H1 2025
In the latest issue, we provide an update on our voting and engagement activity over the last 12 months, while also shining the spotlight on our GEMs biodiversity risk framework.
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NewsBlackstone infrastructure business sees $1.7bn inflows in Q1
Blackstone Infrastructure Partners AUM grows to $60bn
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NewsADIA commits up to $1.5bn to GLP for next phase of growth
GLP secures an initial $500m to target logistics, digital infrastructure and renewables
VideoGlobal REITs Update – Q1 2025
In our video update for the 1st quarter of the 2025 calendar year, Portfolio Manager, Marco Colantonio covers key developments in the Global REIT sector and market insights
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